Q: What services does your firm provide?
A: We work with clients to execute sustainable retirement strategies. I began my career as an attorney in both the private and public sectors and have been applying the core skills from my legal background into my financial services practice for the last 20 years. Our firm develops long-term client relationships. As an Accredited Investment Fiduciary designee, I put my clients’ interests first. We strive to apply the highest level of personalized service. Many of our clients are pre-retirees and retirees and seek to maintain their standard of living throughout an extended retirement period. We use a planning-first approach, thoughtfully considering when clients can retire and what lifestyle they want to maintain through retirement. We employ customized investment strategies designed to minimize volatility and help our clients achieve their unique goals.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. *Licensed, not practicing.